Nubia Ni Fei: NaviX Ultra starts at 512GB across the lineup, trusts domestic memory leader CXMT
Summary
Nubia president Ni Fei announced that the NaviX Ultra smartphone will start at 512GB storage across the lineup, expressing confidence in domestic memory maker CXMT. The phone, co-developed by ZTE and ByteDance, features the Doubao assistant and is positioned as the world's first AI agent phone, slated for September launch. Earlier, Nubia and CXMT announced the phone would use CXMT's LPDDR5X memory at 10667Mbps, marking the first mass production of a domestic high-speed LPDDR5X chip.
Bubble analysis
This news is mainly about the storage configuration of an AI phone and progress in domestic chips, which is not closely related to the core bubble question of AI investment (such as capex, valuations, or revenue comparisons). It is a product release in the AI industry, but several steps removed from the investment cycle, so relevance is weak.
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